Ownership history in White Wing Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which White Wing Wealth Management reported a position in DIMENSIONAL ETF TRUST (DFSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 135,958 | +22,824 | +20.2% | 3.89% | $6.5M | $47.95 |
| 2025 Q3 | ADDED | 113,134 | +23,005 | +25.5% | 3.39% | $5.5M | $47.42 |
| 2025 Q2 | REDUCED | 90,129 | -5,132 | -5.4% | 2.93% | $4.3M | $46.72 |
| 2025 Q1 | REDUCED | 95,261 | -38,615 | -28.8% | 3.53% | $4.5M | $45.83 |
| 2024 Q4 | ADDED | 133,876 | +11,048 | +9.0% | 4.67% | $6.3M | $44.98 |
| 2024 Q3 | ADDED | 122,828 | +1,023 | +0.8% | 4.52% | $5.9M | $44.94 |
| 2024 Q2 | ADDED | 121,805 | +1,473 | +1.2% | 4.58% | $5.7M | $43.77 |
| 2024 Q1 | ADDED | 120,332 | +10,007 | +9.1% | 4.69% | $5.7M | $43.31 |
| 2023 Q4 | INITIATED | 110,325 | — | — | 4.75% | $5.2M | — |
As of 2025 Q4 — sorted by position size